Job Overview
Sandbach – Permanent
£30,000–£35,000 DOE
Are you an experienced operations professional looking to take the next step in your career? Our client, a well-established and growing financial services firm, is seeking a proactive and highly organised Admin Team Leader to lead their administration function and ensure the smooth running of the business. In this pivotal role, you will be responsible for:
1. Leading and supporting a team of five financial administrators, managing workflows and ensuring high-quality service delivery
2. Training, coaching, and developing team members
3. Playing an active role in day-to-day financial planning administration
4. Maintaining exceptional client service standards and supporting operational efficiency
5. Ensuring full compliance with regulatory requirements, internal processes, and industry standards
6. Liaising with third-party providers and clients to ensure clear communication and timely follow-up
7. Handling escalated client queries and acting as a key point of contact, providing professional and efficient resolution
8. Driving continuous process improvements to enhance business performance
9. Collaborating closely with advisers, paraplanners, and senior leadership
The successful candidate will have at least three years’ experience within financial services—ideally within an IFA, wealth management, or financial planning environment. You’ll bring proven leadership or team management experience, with the ability to motivate, coach, and develop others. A strong working knowledge of the Intelligent Office (IO) system is essential. You will be an excellent communicator with strong organisational skills, exceptional attention to detail, and a hands-on approach. If you are committed to delivering outstanding service in a fast-paced environment, we’d love to hear from you. The role offers a competitive salary, a 37.5-hour working week with flexible working hours and the option to work from home one day per week.
For more information, contact Nicola or Amy on 01270 251251 or forward your CV for consideration. Please note: Due to the high volume of applications, only candidates successfully shortlisted will be contacted.